Dashboard - Portfolio Value Graph missing accounts?

toddlawyer@
toddlawyer@ Quicken Windows Subscription Member ✭✭
edited April 2022 in Investing (Windows)
Love the new dashboard! Recently I changed two accounts from Savings to Investment.
They do not show up in the Portfolio Value dashboard widget, but when I click on the Portfolio Value total, the accounts are included on the investing page.
Anything I can do to fix?

Best Answer

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta
    Answer ✓
    I had the same. Unfortunately, until they add the ability to select accounts, it will NOT recognize non-investment accounts that you have displayed in the Investment Intent. 

Answers

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta
    Answer ✓
    I had the same. Unfortunately, until they add the ability to select accounts, it will NOT recognize non-investment accounts that you have displayed in the Investment Intent. 
This discussion has been closed.

Categories